Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,322 institutions that hold shares in the stock, with a total of 764 Million shares, which have been reported (via 13F filing form) to have a value of $181 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
4,858
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2025
Added 20.67%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
4,852
shares
|
$1.15 Million
0.45% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
4,849
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Added 22.29%
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
4,833
shares
|
$1.15 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
4,832
shares
|
$1.15 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Geneva Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
4,815
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Oct 29, 2025 Q3 2025 |
4,806
shares
|
$1.14 Million
0.84% of portfolio
|
Q3 2025
Added 73.56%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
4,801
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
4,791
shares
|
$1.14 Million
0.69% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
4,791
shares
|
$1.14 Million
0.78% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
4,780
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
4,760
shares
|
$1.13 Million
0.29% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
4,748
shares
|
$1.13 Million
0.29% of portfolio
|
Q3 2025
Added 43.88%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
4,715
shares
|
$1.12 Million
0.63% of portfolio
|
Q1 2024
Added 0.53%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
4,712
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 19.99%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,712
shares
|
$1.12 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
4,710
shares
|
$1.12 Million
0.14% of portfolio
|
Q4 2025
Added 7.05%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
4,708
shares
|
$1.12 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
4,701
shares
|
$1.11 Million
0.38% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
4,650
shares
|
$1.1 Million
0.58% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
4,646
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,641
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
4,638
shares
|
$1.1 Million
0.5% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
4,630
shares
|
$1.1 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
4,622
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.47%
|
|